Membership is at a firm level only. The SME Forum is designed primarily for firms in the asset and wealth management industry in the US and EMEA.

Among the services included are:

Unlimited number of employees registered with The Forum

Unlimited number of employees can request and/or participate in any of the following:

Monthly webinars by experts, partners, other members

Any and all surveys, benchmark studies and whitepapers

Attend virtual meetings and other events

Includes guaranteed space for any two employees at each of our three conferences:

Spring CRM Forum in the US

June CRM Global Forum in in London, England

Fall CRM Forum in the US

Option to purchase additional seats for each event

Also includes:

Unlimited access to all notes, materials and other content produced and captured at open member events for the trailing five years via the Content Portal on the website

Posting of and access to job listings among member and partner firms

Access to and participation in exclusive online community board and chats

Since its founding more than 15 years ago, The CRM Forum has been a growing dynamic community of practitioners from the Asset Management industry who have roles in supporting the Sales, Marketing, Operations and Technology departments of their respective organizations. The deep degrees of trust in sharing best practices, avoiding pitfalls, and learning from one another are hallmarks of how valuable this community continues to be for each firm and the individual employees.